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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
701
Ategra Capital Management
Virginia
$5.25M -$534K -14,824 -8%
RT
702
Rockland Trust
Massachusetts
$5.21M -$36.1K -1,002 -0.6%
BWP
703
Baldwin Wealth Partners
Massachusetts
$5.17M -$13K -362 -0.2%
DLCIG
704
D.L. Carlson Investment Group
New Hampshire
$5.15M -$17.3K -481 -0.3%
CDH
705
Charles D. Hyman
$5.15M +$135K +3,750 +2%
TCOV
706
Trust Company of Vermont
Vermont
$5.13M -$38.8K -1,079 -0.7%
CCM
707
Chilton Capital Management
Texas
$5.12M -$217K -6,028 -4%
WPP
708
Whalerock Point Partners
Rhode Island
$5.1M +$106K +2,954 +2%
EAM
709
Erste Asset Management
Austria
$5.1M -$1.13M -31,272 -16%
PFO
710
Pathstone Family Office
New Jersey
$5.1M +$3.12M +86,547 +112%
VCM
711
Viewpoint Capital Management
Washington
$5.04M -$99K -2,749 -2%
GGS
712
Galvin Gaustad & Stein
Arizona
$5.03M -$326K -9,044 -5%
BTWM
713
Baker Tilly Wealth Management
Wisconsin
$5M +$916K +25,437 +19%
IPW
714
Inlet Private Wealth
Florida
$4.99M -$21.1K -587 -0.4%
GT
715
Greenleaf Trust
Michigan
$4.99M +$19.4K +538 +0.3%
AWAG
716
ARS Wealth Advisors Group
Florida
$4.98M +$5.06M +140,462 +719%
BFIC
717
Bedell Frazier Investment Counselling
California
$4.97M +$67.9K +1,885 +1%
SIM
718
Stratos Investment Management
Ohio
$4.96M +$281K +7,793 +5%
FG
719
Fiduciary Group
Georgia
$4.95M +$29.5K +820 +0.6%
KCM
720
Kempner Capital Management
Texas
$4.95M +$165K +4,595 +3%
SCM
721
SOL Capital Management
Maryland
$4.94M +$27.5K +765 +0.5%
SCA
722
Snowden Capital Advisors
New York
$4.93M +$947K +26,303 +20%
AIM
723
Avity Investment Management
Connecticut
$4.91M -$10M -278,528 -64%
ASN
724
Advisory Services Network
Georgia
$4.9M -$310K -8,621 -5%
VFA
725
Valeo Financial Advisors
Indiana
$4.87M -$40.9K -1,136 -0.7%
27 28
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